 In this episode of New Focus on Wealth, host Chad Burton, a Certified Financial Planner, discusses the current state of the market as we approach the end of the year. He highlights a busy period marked by clients selling businesses and estate planning issues. Chad notes that 2024 is shaping up to be significant for the market, with the recent Trump red wave positively impacting stock performance. He provides insights into the impressive run of NVIDIA, which has surged 183% in 2023, despite a recent dip. Chad emphasizes the importance of understanding revenue growth trends in the context of market expectations.

 Tune in now to learn more!

 Timestamps:

[00:01:55] Stock market performance overview.

[00:04:29] Inverse relationship of bond rates.

[00:08:30] S&P 500 earnings expectations.

[00:11:12] International markets and investment potential.

[00:15:08] Private equity market changes.

[00:19:13] Future tax implications for retirees.

[00:22:11] Estate tax planning strategies.

[00:25:21] Charitable giving from IRA.

[00:28:54] Better cashflow and ease in life.

Email your money question to chad@chadburton.com

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.ChadBurton.com

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He highlights a busy period marked by clients selling businesses and estate planning issues. Chad notes that 2024 is shaping up to be significant for the market, with the recent Trump red wave positively impacting stock performance. He provides insights into the impressive run of NVIDIA, which has surged 183% in 2023, despite a recent dip. Chad emphasizes the importance of understanding revenue growth trends in the context of market expectations. <p data-pm-slice="1 1 [" aiblock",{"prompt":"","preview":false,"block":{"id":"blk_01jd5ejybj653y3z7cgew6d77t","status":"succeeded","type":"summary","selected_variation":0,"variations":["in="" this="" episode="" of="" new="" focus="" on="" wealth,="" host="" chad="" burton,="" a="" certified="" financial="" planner,="" discusses="" the="" current="" state="" of="" the="" market="" as="" we="" approach="" the="" end="" of="" the="" year.="" he="" highlights="" a="" busy="" period="" marked="" by="" clients="" selling="" businesses="" and="" estate="" planning="" issues.="" chad="" notes="" that="" 2024="" is="" shaping="" up="" to="" be="" significant="" for="" the="" market,="" with="" the="" recent="" trump="" red="" wave="" positively="" impacting="" stock="" performance.="" he="" provides="" insights="" into="" the="" impressive="" run="" of="" nvidia,="" which="" has="" surged="" 183%="" in="" 2023,="" despite="" a="" recent="" dip.="" chad="" emphasizes="" the="" importance="" of="" understanding="" revenue="" growth="" trends="" in="" the="" context="" of="" market="" expectations.="" tune="" in="" for="" valuable="" insights="" into="" personal="" finance="" and="" wealth="" management="" as="" we="" navigate="" these="" dynamic="" market="" conditions."],"configuration":null,"prosemirror":[{"type":"rootblock","content":[{"type":"paragraph","content":[{"type":"text","text":"in="" this="" episode="" of="" new="" focus="" on="" wealth,="" host="" chad="" burton,="" a="" certified="" financial="" planner,="" discusses="" the="" current="" state="" of="" the="" market="" as="" we="" approach="" the="" end="" of="" the="" year.="" he="" highlights="" a="" busy="" period="" marked="" by="" clients="" selling="" businesses="" and="" estate="" planning="" issues.="" chad="" notes="" that="" 2024="" is="" shaping="" up="" to="" be="" significant="" for="" the="" market,="" with="" the="" recent="" trump="" red="" wave="" positively="" impacting="" stock="" performance.="" he="" provides="" insights="" into="" the="" impressive="" run="" of="" nvidia,="" which="" has="" surged="" 183%="" in="" 2023,="" despite="" a="" recent="" dip.="" chad="" emphasizes="" the="" importance="" of="" understanding="" revenue="" growth="" trends="" in="" the="" context="" of="" market="" expectations.="" tune="" in="" for="" valuable="" insights="" into="" personal="" finance="" and="" wealth="" management="" as="" we="" navigate="" these="" dynamic="" market="" conditions."}]}]}],"previous_block":null,"next_block":null,"error_code":null,"feedback":null},"template":{"type":"summary"}},"rootblock",null]"=""> Tune in now to learn more! <p data-pm-slice="1 1 [" aiblock",{"prompt":"","preview":false,"block":{"id":"blk_01jd5ejybj653y3z7cgew6d77t","status":"succeeded","type":"summary","selected_variation":0,"variations":["in="" this="" episode="" of="" new="" focus="" on="" wealth,="" host="" chad="" burton,="" a="" certified="" financial="" planner,="" discusses="" the="" current="" state="" of="" the="" market="" as="" we="" approach="" the="" end="" of="" the="" year.="" he="" highlights="" a="" busy="" period="" marked="" by="" clients="" selling="" businesses="" and="" estate="" planning="" issues.="" chad="" notes="" that="" 2024="" is="" shaping="" up="" to="" be="" significant="" for="" the="" market,="" with="" the="" recent="" trump="" red="" wave="" positively="" impacting="" stock="" performance.="" he="" provides="" insights="" into="" the="" impressive="" run="" of="" nvidia,="" which="" has="" surged="" 183%="" in="" 2023,="" despite="" a="" recent="" dip.="" chad="" emphasizes="" the="" importance="" of="" understanding="" revenue="" growth="" trends="" in="" the="" context="" of="" market="" expectations.="" tune="" in="" for="" valuable="" insights="" into="" personal="" finance="" and="" wealth="" management="" as="" we="" navigate="" these="" dynamic="" market="" conditions."],"configuration":null,"prosemirror":[{"type":"rootblock","content":[{"type":"paragraph","content":[{"type":"text","text":"in="" this="" episode="" of="" new="" focus="" on="" wealth,="" host="" chad="" burton,="" a="" certified="" financial="" planner,="" discusses="" the="" current="" state="" of="" the="" market="" as="" we="" approach="" the="" end="" of="" the="" year.="" he="" highlights="" a="" busy="" period="" marked="" by="" clients="" selling="" businesses="" and="" estate="" planning="" issues.="" chad="" notes="" that="" 2024="" is="" shaping="" up="" to="" be="" significant="" for="" the="" market,="" with="" the="" recent="" trump="" red="" wave="" positively="" impacting="" stock="" performance.="" he="" provides="" insights="" into="" the="" impressive="" run="" of="" nvidia,="" which="" has="" surged="" 183%="" in="" 2023,="" despite="" a="" recent="" dip.="" chad="" emphasizes="" the="" importance="" of="" understanding="" revenue="" growth="" trends="" in="" the="" context="" of="" market="" expectations.="" tune="" in="" for="" valuable="" insights="" into="" personal="" finance="" and="" wealth="" management="" as="" we="" navigate="" these="" dynamic="" market="" conditions."}]}]}],"previous_block":null,"next_block":null,"error_code":null,"feedback":null},"template":{"type":"summary"}},"rootblock",null]"=""> Timestamps: [00:01:55] Stock market performance overview. [00:04:29] Inverse relationship of bond rates. [00:08:30] S&P 500 earnings expectations. [00:11:12] International markets and investment potential. [00:15:08] Private equity market changes. [00:19:13] Future tax implications for retirees. [00:22:11] Estate tax planning strategies. [00:25:21] Charitable giving from IRA. [00:28:54] Better cashflow and ease in life. Email your money question to <a href="mailto:chad@chadburton.com" target="_blank" rel="noopener">chad@chadburton.com</a> Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit <a href="https://www.chadburton.com/">www.ChadBurton.com</a> <p data-pm-slice="1 1 [" aiblock",{"prompt":"","preview":false,"block":{"id":"blk_01jd5ejybj653y3z7cgew6d77t","status":"succeeded","type":"summary","selected_variation":0,"variations":["in="" this="" episode="" of="" new="" focus="" on="" wealth,="" host="" chad="" burton,="" a="" certified="" financial="" planner,="" discusses="" the="" current="" state="" of="" the="" market="" as="" we="" approach="" the="" end="" of="" the="" year.="" he="" highlights="" a="" busy="" period="" marked="" by="" clients="" selling="" businesses="" and="" estate="" planning="" issues.="" chad="" notes="" that="" 2024="" is="" shaping="" up="" to="" be="" significant="" for="" the="" market,="" with="" the="" recent="" trump="" red="" wave="" positively="" impacting="" stock="" performance.="" he="" provides="" insights="" into="" the="" impressive="" run="" of="" nvidia,="" which="" has="" surged="" 183%="" in="" 2023,="" despite="" a="" recent="" dip.="" chad="" emphasizes="" the="" importance="" of="" understanding="" revenue="" growth="" trends="" in="" the="" context="" of="" market="" expectations.="" tune="" in="" for="" valuable="" insights="" into="" personal="" finance="" and="" wealth="" management="" as="" we="" navigate="" these="" dynamic="" market="" conditions."],"configuration":null,"prosemirror":[{"type":"rootblock","content":[{"type":"paragraph","content":[{"type":"text","text":"in="" this="" episode="" of="" new="" focus="" on="" wealth,="" host="" chad="" burton,="" a="" certified="" financial="" planner,="" discusses="" the="" current="" state="" of="" the="" market="" as="" we="" approach="" the="" end="" of="" the="" year.="" he="" highlights="" a="" busy="" period="" marked="" by="" clients="" selling="" businesses="" and="" estate="" planning="" issues.="" chad="" notes="" that="" 2024="" is="" shaping="" up="" to="" be="" significant="" for="" the="" market,="" with="" the="" recent="" trump="" red="" wave="" positively="" impacting="" stock="" performance.="" he="" provides="" insights="" into="" the="" impressive="" run="" of="" nvidia,="" which="" has="" surged="" 183%="" in="" 2023,="" despite="" a="" recent="" dip.="" chad="" emphasizes="" the="" importance="" of="" understanding="" revenue="" growth="" trends="" in="" the="" context="" of="" market="" expectations.="" tune="" in="" for="" valuable="" insights="" into="" personal="" finance="" and="" wealth="" management="" as="" we="" navigate="" these="" dynamic="" market="" conditions."}]}]}],"previous_block":null,"next_block":null,"error_code":null,"feedback":null},"template":{"type":"summary"}},"rootblock",null]"="">

Rob Black and Certified Financial Planner, Chad Burton, discuss important financial planning and wealth management issues. If you want to learn how to plan for retirement and do a better job managing your investment portfolio... this is the show for you.

Rob Black and Certified Financial Planner, Chad Burton, discuss important financial planning and wealth management issues. If you want to learn how to plan for retirement and do a better job managing your investment portfolio... this is the show for you.

New Focus on Wealth with Chad Burton

Filtering through the “noise” on Wall Street and pointing out the current market issues and news stories that truly affect your path to retirement. Sponsored by EP Wealth Advisors.

Filtering through the “noise” on Wall Street and pointing out the current market issues and news stories that truly affect your path to retirement. Sponsored by EP Wealth Advisors.

New Focus on Wealth

In this episode of New Focus on Wealth, host Chad Burton, a Certified Financial Planner, discusses the current state of the market as we approach the end of the year. He highlights a busy period marked by clients selling businesses and estate planning...